Tax & Bookkeeping Services

 Tax & Bookkeeping: Planning For Your Future

Planning for your future

Given the rapidly changing tax environment, it’s critical to consider tax laws and incorporate tax strategies when developing your overall wealth plan. 

At Mariner Wealth Advisors, we understand the importance of implementing a tax strategy that works hand-in-hand with your overall wealth and estate plan to help you achieve your personal financial goals. Our experienced tax consulting professionals are well-versed in the complexities surrounding tax planning. They work with your wealth team with a goal of developing efficient tax planning strategies that are seamlessly incorporated into your wealth plan.

We remain fully aware of the tax implications of your investments, and that these implications are minimized when possible. We also provide access to tax planning and preparation services for yourself and for your trust and/or foundation, if applicable.

In addition to assisting with your tax needs, our team can also take control of your accounting and bookkeeping needs. Whether it’s for your business or family office, we provide a wide range of services, ultimately freeing up your time to focus on what is most important to you. 

We view every decision through a tax-efficient lens. From preparing your annual tax returns, to overseeing your investments, to charting a course to help you reach your financial goals, you can rest easy knowing our focus in on you. 

* Services described and listed on this page may require execution of additional agreements and fees. Services described and listed on this page may be provided by Mariner Consulting, a Certified Public Accountant and affiliate of Mariner Wealth Advisors.

Tax Cuts and Jobs Act

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